I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation
@DaliaCohen223013 күн бұрын
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
@HildaBennet13 күн бұрын
No doubt, having the right plan is invaluable. My portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
@bartlyAD13 күн бұрын
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
@HildaBennet13 күн бұрын
She's Sonya Lee Mitchell I choose to delegate my excesses to her because of her expertise. I suggest you look her up.
@bartlyAD13 күн бұрын
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
@prcsoldier3 жыл бұрын
One of the best Wall Street interviews I've seen in a LONG time. Sophisticated, knowledgeable, and simplistic. A new role model of mine. Thank you for sharing, Mary.
@Sam_A_Sam2 жыл бұрын
I love how simply he asks the questions. When I watch the news, a lot of it goes over my head, or I have a general understanding, but I don't really get value from it. Here, I love how there's no ego, and everything is explained in a simple but effective manner.
@achayya87543 жыл бұрын
Fantastic David. Precise questions, easily understood by a layman. Love your appearance.
@khalidbinmahfooz14882 жыл бұрын
I will give 100% of the interviewer's questions and another 100% to interviewers for how carefully he chooses the guest, good luck to both Mary and David
@abrahamtamru29173 жыл бұрын
Love this new series of interviews focused on wealth! The peer-to-peer conversations were very good also! Thank you to the team!
@abrahamtamru29173 жыл бұрын
You almost had me there. Nice try.
@clap77773 жыл бұрын
Smart & sharp! She looks just as good now and she did 25 yrs. ago. Love her confidence and non-intimidating demeanor when she's speaking. The kind of power-woman that makes you want to lean in to listen intently when she speaks.
@del7i5402 ай бұрын
There are very few women in investing, period. This is just woke propaganda from another woke company like JP Morgan. Estrogen isn't suitable for the job, apparently.
@keatonmoore74133 жыл бұрын
You’re one of my favorite interviewers. To the point, and ask great questions.
@borderlord3 жыл бұрын
Stick it in a Vanguard Index Fund ,then go on holiday!
@michaelcjakob3 жыл бұрын
Wholeheartedly loved the interview. Will become a client when they expand to Germany 💜
@demymichaels Жыл бұрын
I definitely agree with Mary, having someone in the early stage of one’s life who offers that guide as regards savings will be impactful.
@WaisIslam3 ай бұрын
Simple questions. Simple answers. In a complex financial world!
@lightyagami636211 ай бұрын
Shes definetly on track to be the next CEO of JPMORGAN its obvious.
@stevenf.51792 жыл бұрын
an inspirational interview with comprehensive financial insights
@seans91493 жыл бұрын
Fantastic interview and very inspiring lady; I wish I were younger to go back to school and became a wealth manager; she will be the one I would report to. Thank you, David, for this interview🙏🏻🙏🏻 Love to meet her for a cup of coffee!
@bluelit48302 жыл бұрын
Lol Mary made it through nepotism
@mohamedbondok92492 жыл бұрын
BIG YES for that sentence "you should never invest in something that m can't be simplistically explain to you"
@huyvo4673 жыл бұрын
I'd rather put my money in a low cost index fund like my homie Warren says.
@jokedog43413 жыл бұрын
Wealth mgmt depends on people’s ignorance. They make it much more complex than it has to be. Sure some people will benefit. Most can do better if they spend some time to educate themselves.
@thetagang68543 жыл бұрын
Enjoy the volatility
@janeswayne6524 Жыл бұрын
Such inspiring woman and excellent line of questions :) thank you David
@MattGarcia2 жыл бұрын
if the other wall streeters were more like this lady the world would be a much better place 😍mic drop
@milwaukeemotor5995 Жыл бұрын
Callahan Erdoes is an alumna of the all-girls Roman Catholic Woodlands Academy of the Sacred Heart in Lake Forest, Illinois. Erdoes completed her bachelor's degree at Georgetown University, majoring in Mathematics.
@marcwhite62673 жыл бұрын
David, keep it up, I wish these episodes were longer!
@PORTDEPAIX3 жыл бұрын
She manages money for rich people trying to maintain their wealth, not not hungry bastards like us climbing the mountain 🏔 side.
@PORTDEPAIX3 жыл бұрын
@Davíd Rubenstein you shove it down your scammer’s A-hole.
@larryleonard64063 жыл бұрын
Intelligent investors shouldn’t ignore expert Mr. Paul Jones. He says, how many millionaires or billionaires do you know who have become wealthy by investing in savings accounts? Obviously non has become rich by putting their wealth in savings accounts..
@yahayahabiba78393 жыл бұрын
That is true.
@yahayahabiba78393 жыл бұрын
The greatest glory in living lies not in never falling, but in rising every time we fall. That was Paul Jones told me the first time I contacted him
@gabrielheino50733 жыл бұрын
It's not whether you're right or wrong that's important, but how much mon'ey you make when you're right and how much you lose when you're wrong. I don't look to jump over seven-foot bars; I look around for one-foot bars that I can step over.
@gabrielheino50733 жыл бұрын
Rich people plays the money game to win. Poor people plays the money to not lose. The goal of the truly rich people is to have massive wealth and the poor sees it as surplus opportunity for consumption instead of investing it. change your mindset and do what the rich does, which is investing, investing and investing
@andrewwalker15813 жыл бұрын
I feel so excited tradlng with expert Paul Jones. He is a trade guru I have ever traded with
@yosmuc2 жыл бұрын
Thank you for this interesting conversation
@odumfrancis21573 жыл бұрын
This is so good. Wish there were much more and longer! 40-45 is a good length!
@asfeastasteaw5 ай бұрын
3 Rules Of Money Management 1)Don't Lose What You Have. 2)Diversify(Don't Put Your Eggs In One Basket). 3)Have Realistic Expectation.
@kameel283 жыл бұрын
Love David doing these interviews, huge inspiration. Thanks!
@roshhandle3 жыл бұрын
This channel is really awesome
@sams79453 жыл бұрын
Your show rocks !
@Bmywudt2 Жыл бұрын
With the development of fintech, the traditional financial structures will change in the years to come.
@The_Bronze_Spoon_Investor3 жыл бұрын
PASSIVE INCOME: EARNING WHY YOU DO NOTHING. I decided to go all in into creating a dividend portfolio in January of 2020. IM UP 48% IN MY PORTFOLIO. I make biweekly contributions. I don't care if the market is up or down I keep investing. Why? Because I UNDERSTAND THE VALUE WITHIN the companies I'm putting my money into.
@cliffluxion70193 жыл бұрын
Thank you for this!
@bernadetteoverby52913 жыл бұрын
🔷🔷Excellent interview🔷🔷
@user-uo6tm8gm2v3 жыл бұрын
Something intriguing about XRP and BTC has been on going for some time now...
@user-uo6tm8gm2v3 жыл бұрын
Plus one six four six five nine eight nine three seven five,,
@unmanned_mission3 жыл бұрын
interesting, they measure their performance by the amount of money they manage, not by results for clients. Give them your hard worked money, to pay for their fancy offices, suits and holidays and all they do is give you abstract information with the bottom line being, that you should give them more money
@dawnglianapachuau64333 жыл бұрын
was waiting for the complete interview :)
@jacksokkuantan14402 жыл бұрын
Asset and Wealth Management are the key strategic objectives with experience in managing the person's wealth and health. Dr Jack Tan
@scottlim55973 жыл бұрын
excellent content
@jacolineloewen65302 жыл бұрын
Inspiring.
@stevemar80273 жыл бұрын
Anyone who put their money in the s&p over the last 10 years or so significantly beat these overpriced money managers ….
@MrOmegabob2 жыл бұрын
That’s right. S&P returns about 8% annually. She said it herself, a balanced portfolio returns about 6.4% and she didn’t even mention if that’s net of fees. But then why does the average investor return 2-3%? About half of balanced portfolios?
@ratikantajena082 жыл бұрын
Inspiring
@footv76313 жыл бұрын
Yeah shes amazing
@wwahyyy20352 жыл бұрын
"save early" lol . i almost got fooled.
@milwaukeemotor5995 Жыл бұрын
diversification is key
@clarotchinenies34883 жыл бұрын
A guest on The Wall Street Journal Report spoke sometime last week about making over $631,000 in 4months with a capital of $100,000, which made me realize that as a beginner i have alot to learn, so please assist me with any pointers or tips that would help me make this much profit.
@lucasthomos66483 жыл бұрын
seek the guidance of a professional.
@clarotchinenies34883 жыл бұрын
@@lucasthomos6648 I watch youtube videos and take courses, baby steps but it works for me.
@lucasthomos66483 жыл бұрын
@@clarotchinenies3488 I’m a new investor as well and I use a broker MORLEY PERCY , she’s been guiding me with my investment since I began late Nov and I’ve been able to accrue a profit of $426,000 with a principal of $85,000
@clarotchinenies34883 жыл бұрын
@@lucasthomos6648 that’s amazing
@lucasthomos66483 жыл бұрын
@@clarotchinenies3488 Wow I always wanted to invest with a professional but I never knew how to go about it please how do I reach MORLEY PERCY and how does she help investors
@Tony-hj7bm3 жыл бұрын
why don’t you release this fulll version at the beginning rather than short clips it’s really hard to keep track of shorts and when the full version comes it became boring
@keithleyjarvis56633 жыл бұрын
Because the clips come out before the interview airs on TV
@vikasgupta90523 жыл бұрын
Thankyou 🙏
@anonymoussethian13232 ай бұрын
Yes, she gets new business by knowing and talking with wealthy prospective clients for many years, thus engendering their trust. But we are in a new day and age where young people and poor people are becoming so savvy that they're suddenly wealthy beyond their wildest dreams. What's her strategy for jumping classes and approaching just the common person who has never thought about long term money management?
@Jsparrvik982 жыл бұрын
She said it herself diversification save the fees and the hassle of having to deal with these people and invest in ETFs with no fees like the S&P and nasdaq etc
@milwaukeemotor5995 Жыл бұрын
we need to teach people who aren't wealthy to save their money and not spend it until they have property without a mortgage
@sarahpamula77816 күн бұрын
Idenity is Proven, Salary. Work Life.
@agaashagaash6320 Жыл бұрын
1:10, 2:45, 4:45, 7:00
@kristenjersey72503 жыл бұрын
She ought to run for U.S. President!
@jagatdave3 жыл бұрын
She can...potential is there
@tuananhnguyen49832 жыл бұрын
Well she hasn't mentioned the drawbacks of being in charge of such a large company like Morgan.
@ManuelTorres-pm8el Жыл бұрын
Anyone have any insight as to how to break into this industry?
@duudleDreamz3 жыл бұрын
When Bitcoin was at $30,000 JPMorgan recommended selling Bitcoin and buying gold. Since then Bitcoin is up by 50% and gold down by 10%. Make your own conclusions.
@jagatdave3 жыл бұрын
Hahahah
@CJ-rq8th2 жыл бұрын
this aged well
@Rainy_Day12234 Жыл бұрын
Two years later and Bitcoin is $34k and gold $2000 an ounce…lots of volatility in both with little change in price
@psjoshi9993 жыл бұрын
2:22 to 3:52
@TUXMAN063 жыл бұрын
Have the interviews outside when the weather is want🤣🧠
@darealsgf4687 ай бұрын
lowkey have a crush on her 😍
@bernadetteoverby52913 жыл бұрын
🔷🔷🔷Excellent interview 🔷🔷🔷
@user-uo6tm8gm2v3 жыл бұрын
...Something intriguing about XRP and BTC has been on going for some time now...
@user-uo6tm8gm2v3 жыл бұрын
....Plus one six four six five nine eight nine three seven five...
@dwightwordlaw51706 ай бұрын
I would never give my hard earned money to the government if I didn’t have to.
@louiswachira70153 жыл бұрын
Do one with Larry Fink
@joserobertoap3 жыл бұрын
Great episode ❤️
@user-or7ji5hv8y3 жыл бұрын
Bitcoin can be simply explained?
@pneron20323 жыл бұрын
No. So don't invest in it.
@maxmoh1239 Жыл бұрын
she bears a striking resemblance to Celine Dion
@filmonhaile60783 жыл бұрын
There this last eastern lady called Jeehan. One day is just one of a kind. B3cause ms. Sweet was already taken. But misunderstood the fact that, yes. Ms. Meghan is only there. And Meghan, is now here. Apologies. I do.not command my steps. As there is much I can say and light words to say. Thank you. Enjoyed the trip to Chase Every time leave with a smile. Yet come in with no frown. Means you just carry the (dman) crown.
@JohnnyJohansen-zn7oy11 ай бұрын
❤🎉 NO WAY
@inquisitvem6723 Жыл бұрын
So if I won the mega millions lottery, I need to do what? I can’t put the millions in my local bank. Do I open a Swiss bank account to reduce my tax liability?
@wwahyyy20352 жыл бұрын
wow it's so sad, only 4 routes to ' re-combinate ' moneys. in murica
@sumthinfresh2 жыл бұрын
She is humble
@petekdemircioglu2 жыл бұрын
💜💚💜💚🇺🇸🇺🇸
@milwaukeemotor5995 Жыл бұрын
the vanderbilts wealthiest americans and descendants inherit ziltch because earlier descendants blew it all
@lightyagami6362Ай бұрын
Working 12 hrs a day is kinda crazy
@Dogsoo12373 Жыл бұрын
Did she eventually get the Alex Rodriguez account she was fighting for?
@MattJelonek3 жыл бұрын
Great program… but perhaps upload it in 1080 please?
@lightyagami6362Ай бұрын
Bitcoin i a definetly an asset class she needs to include in her potfolio it would be foolish longterm not too. And bitcoins adoption will continue to grow
@sarahpamula77816 күн бұрын
#JobBooHoo
@xxxx-tb4de2 жыл бұрын
Why would "non-wealthy" want to get advice for a fee which they can barely afford when then can get it from internet for free by spending some time/reading.
@A.O.A. Жыл бұрын
I haven't heard her mention opportunities once 😂.
@sarahpamula77816 күн бұрын
A Navy Seal S.O.S in open water competition.
@sarahpamula77816 күн бұрын
#StTeresaOfAvilaMoorsCastles
@mounteverest2843 жыл бұрын
Gold is not transportable, easy divesable, and easy spendable. Luckely we have a reliable ecash.
@maxyanimationsclips63383 жыл бұрын
Is this the whole episode, is every episode 25 min or longer
@wwahyyy20352 жыл бұрын
i actually disagree with her points.
@jimbrennan7502 жыл бұрын
Big fees. Great deal for JPM.
@sarahpamula77816 күн бұрын
Professor Justice Barrett.
@jentorninos.ballen9269 Жыл бұрын
Mahirap nasira na pag angat ng ibang tao ma pag sira sayo ang liwanag matagal nang laro matagal kumikta taon bago kumita ng maki sa lqro nayan ako ng bigay ng sagot sa laro naya .si ira buhay ko pinag lqruan buhay ko si irq ninyo ng husto buhay ko ng laro nayan ng kakahiyan sa buhqy ko ng pag kasira ng utak ko sa laro nayan na pag s8ra sq utak ko na pang husga ng tao sayo sayo sa kakahiyan ng laro nayan sa buhay ko
@ahsanmohammed13 жыл бұрын
Mary sounded nervous and scared during the interview. 🤔
@ChrisMao_7083 жыл бұрын
CAM
@sathyapranesh7883 жыл бұрын
These guys will shit as long as they can .
@dekonfrost710 ай бұрын
Mary got there by some skills that were not discussed here. think knee pads.
@MatthewBrackin-1985 Жыл бұрын
Jp Morgan you all making all these moves and you all in debt
@fabianmanuel64322 жыл бұрын
Pretty bland…at that level of leadership one would expect more dynamism and authenticity to shine through. Jaimie doesn’t have to worry about his job.
@yychoi13 жыл бұрын
8
@user-uo6tm8gm2v3 жыл бұрын
Something intriguing about XRP and BTC has been on going for some time now,,,
@user-uo6tm8gm2v3 жыл бұрын
Contact info is In 'letters' and not 'numbers' cause of KZbin rules:Plus one six four six five nine eight nine three seven five
@daraghcuddy2442 жыл бұрын
And they still can't beat the sandp 😂
@pfsalinger71955 ай бұрын
Espsteins banker
@sarahpamula77816 күн бұрын
Edits, Patricia Cornwell? Recorded Edit with Catholic Kavanaugh sharing in Others spine healing.
@brezhnevlori34883 жыл бұрын
Bloomberg Wealth: J.P. Morgan's Mary Erdoes. searching for something like this because I’m quite indecisive on how to tackle this market. How profitable has it been for you ?
@user-uo6tm8gm2v3 жыл бұрын
....Plus one six four six five nine eight nine three seven five...
@brendaorr60642 жыл бұрын
ALI BABA AND THE FORTY THIEVES.💳💸🌕🔰⛽🏠
@criuserichard96093 жыл бұрын
Thank you Mrs Cynthia Solomo too, she charges a 20% commision llon profit made after every trading session and that's fair compared to the effort she puts in to make huge profit.
@ovidiuc43 жыл бұрын
she loves that "fiduciary" word
@patrickcondon49823 жыл бұрын
There’s something very untrustworthy looking about this individual- Lol
@brenogusmao82763 жыл бұрын
She looks like the sort of relentless witch everybody fear at office